Assessfy Pvt. Ltd Moderate 5 milestones 100 marks

Portfolio Construction + Risk Analytics using Mutual Funds

Target year: MMS Sem 3 (Security Analysis + Portfolio Management) AICTE: 3 credits · ~75 hrs Bloom: Analyze MU CBCS: FN301 Portfolio Management

Real-world project · AICTE-aligned · AI-graded · Audit-ready certificate

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Milestones

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Core skills

About this project

Construct a portfolio of Indian mutual funds (8-10 funds across equity, debt, gold, international) targeting a 25-year-old investor with ₹50 lakh + monthly SIP ₹50K. Apply Modern Portfolio Theory: efficient frontier, Sharpe ratio optimization. Backtest 5 years + rebalance simulation.

Course Learning Outcomes (CLOs):
CLO1: Apply MPT to a real-world asset universe.
CLO2: Compute efficient frontier + identify optimal portfolios.
CLO3: Backtest portfolio performance with rebalancing.
CLO4: Communicate risk-return tradeoffs to a non-expert investor.
CLO5: Address Indian regulatory + tax considerations (LTCG, STCG, dividends).

Industry/societal relevance: Indian MF AUM > ₹50 lakh crore. Wealth-management hiring at HDFC, Kotak Wealth, Sanctum, IIFL, Motilal Oswal Private Wealth. Foundational for CFA/CFP.

Milestones

1. Fund Universe + Data

15 marks 7d

Pick 30 candidate funds. Pull 5 yrs NAV. Compute monthly returns + correlation matrix.

2. Efficient Frontier

20 marks 14d

Construct frontier using Excel Solver or Python. Identify max-Sharpe + min-variance portfolios.

3. Portfolio Recommendation

25 marks 14d

Pick a portfolio aligned to investor profile. Justify allocation. Stress-test on COVID 2020 drawdown.

4. Backtest + Rebalance

20 marks 18d

5-year backtest with quarterly rebalancing. Compare to a benchmark (60-40 NIFTY-debt).

5. Investor Pitch + Report

20 marks 12d

10-page report + pitch deck to investor (faculty + classmate). Tax-adjusted returns.

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Skills you'll learn

Portfolio Theory (Markowitz)Sharpe + Sortino ratiosMutual fund selectionAsset allocationBacktestingPython or Excel modeling

Tools used

Excel + Solver (or Python + cvxpy)AMFI data feedsValue Research / Morningstar IndiaMoneyControlPowerPoint

Prerequisites

Investment Analysis; Statistics; intermediate Excel or Python

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Portfolio Construction + Risk Analytics using Mutual Funds

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